Research & Reports
Reviewing Variable Insurance Fund Filings from March, 2010
Over the recent past we’ve described the variable annuity business as being in a period where fewer new product ideas are being launched than we’re used to for this time of year. Thus we weren’t...
Reviewing Variable Insurance Fund Filings from January-February 2010
With this report we acknowledge we fell behind on our coverage of variable insurance underlying funds, so we’re going to take the opportunity to get caught up with what happened in the months of January...
Reviewing Variable Insurance Fund Filings from December, 2009
It’s once again time for us to check in on what’s been happening with variable insurance funds, and during December there wasn’t a great deal of filing activity with the SEC, but that’s normal for...
Reviewing Variable Insurance Fund Filings from November, 2009
This November, the rate of variable insurance fund filing was relatively slow, as is usually the case each year, but we also got the feeling that insurers are being more cautious with their investment platforms,...
Reviewing Variable Insurance Fund Filings from October, 2009
During the month of October there was the usual moderate stream of variable insurance fund filings, and within them one could see evidence of key priorities for the industry, one of the most obvious being...
Reviewing Variable Insurance Fund Filings from September, 2009
During September the rate of variable insurance fund filings with the SEC slowed down a bit – as is the tendency each year – and accordingly there were relatively few new registrations. We think activity...
Reviewing Variable Insurance Fund Filings from August, 2009
During August we identified a number of new variable insurance portfolios filed with the SEC, most of them funds of funds (F-of-Fs), however the most frequent activity – as has been the case in recent...
Reviewing Variable Insurance Fund Filings from June, 2009
In this report we’ll offer our monthly notes and comments on variable insurance fund filings, and we’d describe June as having been not very active in terms of new registrations, but there were numerous mergers,...
Reviewing Variable Insurance Fund Filings from April and May, 2009
It’s been rather busy around the industry in terms of tweaks to contracts and features, and by all accounts such activity is going to continue well into the summer. However we do need to stay...
